Clientis Group Reports Decline in Profit
Despite the challenging market environment, the group slightly increased its operating result by 0,6 percent to 201,5 million francs.
Wealth and Asset Management
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Strategies investors can implement to boost the resilience of portfolios
Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.
Deutsche Bank publishes 2025 Annual Report and confirms outlook for 2026
This underscores the strength and resilience of our Global Hausbank.
Mirabaud inaugurates renovated Paris headquarters to support its growth in France
This project forms part of the positive momentum of Mirabaud’s activities in France since the opening of its office in 2003 and aims to provide both teams and Clients with an optimised working environment.
Citizens charts private bank expansion
The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.
Swiss Post achieves solid annual result – pressure to act requires refinement of current strategy
PostFinance has also increased its operating result in a challenging interest rate environment and contributed to a solid Swiss Post result.
Private equity investor warns over data failures at UK wealth firms
Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems
M&G plc Full Year 2025 Results
Strong momentum with £7.8bn net inflows from open business driven by Asset Management Group delivering diversified growth across segments and markets Confident outlook, firm commitment to 2025-2027 targets
Five key trends in wealth management
The players are reinventing their practices.
Apollo to Launch First Long-Term Asset Fund in the UK
CG Apollo Global Diversified Credit LTAF to serve UK Defined Contribution pension schemes
Fairstone snaps up £1.5bn wealth management firm
The firm employs more than 80 people, including 49 advisers, and serves 5,000 clients across the country.
Nour Private Wealth Expands Its Multi-Family Office Expertise Amid Growing UHNW Demand
The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.